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At Virtus Wealth Management, your Southlake independent financial advisors, we help our clients prepare for a financially-secure future by developing long-term strategies that focus on the “big picture” versus short-term gain, thereby managing risk.

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Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

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Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

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We tailor everything to each of our clients’ specific needs so that each client can pursue his or her different goals.

Virtus Wealth Management

Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Who We Help

At Virtus Wealth Management, we believe we can help you no matter what age you are, what life stage you are in, or how much money you are working with. We want you to feel educated, empowered, and involved in the planning of your financial future.

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Contact us to ask a question or request more information. Receive the latest investment advice, tips, and strategies straight to your inbox by signing up for our e-newsletter, The Virtus View, at the bottom of this page. All information is written by our staff. We do not accept guest blog posts. No sales inquiries, please.

All    |    Virtus Wealth Management     |    Brian Tillotson    |    Charles R. Elhoff, Jr    |    Karen Spence

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Five Common Issues Business Owners Can Overcome!

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10 Financial Travel Tips

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A Retirement Lesson from a Dallas Legend

A Retirement Lesson from a Dallas Legend

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Myth Busters: Five Myths of Investing

Myth Busters: Five Myths of Investing

I'm introducing a new series today called Wealth Management Myths. The first of the series will be regarding investments. Here . . .
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Let Us Help You With Your Retirement Planning

Is retirement just around the corner or is it still years away? I have learned a lot over my career . . .
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Make Your Financial Health a Priority

Make Your Financial Health a Priority for 2019 2019 is off and running, and it's already February. Don't let that . . .
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Important Tax Law Changes

In December of 2017, Congress passed the most extensive changes to the tax code since President Reagan’s Tax Reform Act . . .
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Perspective Is Everything

Perspective is everything; it is shaped by your past, impacts the way you see the present and ultimately influences the . . .
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